CT
VMEO

Caldwell Trust’s Vimeo VMEO Stock Holding History

Caldwell Trust’s Portfolio VMEO Stock Details VMEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-771
Closed -$2.65K – 748
2022
Q4 		$2.65K Hold
771
– – ﹤0.01% 692
2022
Q3 		$3.08K Hold
771
– – ﹤0.01% 681
2022
Q2 		$4.64K Hold
771
– – ﹤0.01% 685
2022
Q1 		$9.16K Hold
771
– – ﹤0.01% 648
2021
Q4 		$13.8K Hold
771
– – ﹤0.01% 602
2021
Q3 		$22.6K Sell
771
-35
-4% -$1.38K ﹤0.01% 546
2021
Q2 		$39.5K Buy
+806
New +$37.1K 0.01% 482

Other funds holding VMEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Caldwell Trust's VMEO Position: Q1 2023 in Review

Caldwell Trust sold out of Vimeo (VMEO) in Q1 2023, closing a stake of 771 shares — an estimated $2.65K sold.

Caldwell Trust first reported a position in VMEO in Q2 2021 and held it in 7 quarters. The position peaked at $39.5K in Q2 2021. 242 funds tracked by Wall St. Rank hold VMEO as of Q1 2023.

  • Caldwell Trust reported no remaining Vimeo position as of Q1 2023 after selling out during the quarter.
  • Caldwell Trust sold 771 Vimeo shares in Q1 2023, an estimated $2.65K.
  • Caldwell Trust first reported a position in Vimeo in Q2 2021 and held it in 7 quarters.
  • Caldwell Trust's Vimeo position peaked at $39.5K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Vimeo as of Q1 2023.

Based on Caldwell Trust's 13F filing for Q1 2023, filed 1 Oct 2025.